Terms and Conditions

At Simplified Partners, we work by our 4 Pillars; human connection, holistic business growth, tech-forward and transparency.

In the spirit of transparency, this Terms & Conditions document is important for you to review so you know the responsibilities of both our team and yours to form and continue a winning client relationship.

This terms and conditions document is important to review, as well as the service-specific terms and conditions that are included within your customized proposal. Both will need to be approved by you in order to begin services with our firm.

Scope of Services

Simplified Partners ("we", "us", "our") will perform services as agreed upon in your selected monthly plan(s) in your customized proposal. Services may include, but are not limited to, transaction categorization, reconciliations, reporting, payroll coordination, general financial advisory support, Fractional CFO services or CFO consulting services. Specific deliverables are outlined in the service proposal or package description.

Client Responsibilities

You ("the Client") agree to:

FINANCIAL INFORMATION

Provide all necessary financial information and access to accounting and other platforms (e.g., QuickBooks Online, bank and credit card companies via read-only accountant access, within the agreed timelines
You will respond to all requests for clarification on questions, transactions or incomplete or missing information within 5 business days
You will maintain responsibility for the accuracy and completeness of the financial data supplied
You will accept incomplete financial statements if answers to previous period financials has not been supplied by you or your organization by the close date of the 15th
You accept that incomplete financial information that must be accessed again, changed, fixed or reconciled or un-reconciled that is dated older than 60 days from date of request will incur a catch up charge of 25% of that month's fee
- i.e., your company provides information on how to categorize a $1,000.00 transaction from July 26, 2025 on October 2, 2025. Since 60 days after July 26 is September 26, this transaction falls outside of the 60-day catch up timeframe. Since the month of July will need to be reaccessed and the accounts unreconciled and re-reconciled, the client will be charged 25% of the accounting fees they paid for the month of July 2025. This applies whether 1 transaction must be updated or 100.
- this catch up fee applies for any month in which a transaction must be reassessed
- the client may do the clean up work themselves to avoid catch up charges

OUR ACCESS TO YOUR BUSINESS RECORDS

Provide us with our own direct access to any of your apps, systems or logins. This is for privacy and security purposes.
The following types of access are allowed:
- Adding us as a read-only accountant user directly through a site (i.e., logging into Bank of America and adding us as an accountant user using clients@simplifiedpartners.com email address)
The following types of access are not allowed and will not be accepted:
- Sharing your personal login with us to a site
- Sharing passwords or authentication codes with us
- Attempting to share Venmo, Zelle or other access (these should be used for personal finance only and not business finance)
- PDF copies of transactions for us to code and/or import manually
- CSV spreadsheets of transactions for us to code and/or import manually (all accounts must be connected to a bank feed in your accounting software)

COURTEOUS & PROFESSIONAL COMMUNICATION

Treat all members of Simplified Partners with dignity and respect at all times, even if errors or misunderstandings occur as this is a normal occurrence over long-term client agreements
No cussing or profanity is used during online and Zoom meetings
If you are made aware of incomplete information, errors or issues that your company is responsible for you will take responsibility for them and correct them within 5 business days